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Vitality
Adviser Hub all devices

Our state-of-the-art Adviser Hub

This site is for UK investment professionals only. If you're not an investment professional, please find out more about us at vitality.co.uk.

Simple. Seamless. Secure.

To help you and your clients make the most of VitalityInvest, we’ve invested in a state-of-the art digital hub, created from the ground up, without the constraints of legacy systems.

The fast and secure interface is built around paperless processing: no need for wet signatures, an automated transfer service and access to client documents in just a few clicks. So now you can spend less time on client admin and more time focussing on the things that matter to your business.

Award-winning.

At the 2019 UK Schroders Platform Awards, our Adviser Hub was recognised for delivering superior service to both advisers and their clients, being Highly Commended for Best Use of Platform Technology.

Key features of our Adviser Hub.

Now available

Enhanced interactive statements

Our new enhanced interactive statements have been designed to help you easily create more personalised client review reports.
  • Show the value your advice brings by creating a co-branded report with your unique cover letter and logo.
  • Easily explain your clients’ plan performance with comprehensive information on the value of their plan over any period.
  • Tailor content to suit client needs so you can easily discuss any aspect of your client’s plan, such as the breakdown of their portfolio (powered by Morningstar), as well as charges or transaction history.
  • Get access in a way that works for your advice process, whether sharing with your clients on-screen or on paper.
✓ Works seamlessly on desktops, smartphones or tablets. 

✓ Easily onboard your clients and create illustrations in less than a minute.

✓ Built around paperless processing with no need for wet signatures.

✓ Access all client documents online and securely send us supporting information with our upload functionality.

✓ An automated transfer service.
✓ Fully automated phased drawdown allowing you to manage your clients’ pension income online.
Watch our phased drawdown video.

✓ Real-time interactive statements to track investment performance.
Watch our interactive statements video.




 
✓ Model portfolio functionality allows you to easily edit, re-balance and move accounts between models.

✓ Stay fully updated with a suite of notifications and mobile messaging.

✓ Access a comprehensive range of calculators and tools. 

✓ Customisable experience with personalised dashboards.

✓ Quickly find cross-sell opportunities for your existing VitalityHealth and VitalityLife members.
✓ Plus integration with a range of other providers:
  • O&M systems
  • Intelliflo
  • Dynamic Planner
  • Selectapension
  • Synaptic
  • Xplan (provided by Iress)

Calculator and tools

We also have a comprehensive range of calculators and tools: 
  • Fee Saver Calculator
  • Savings Modeller 
  • Retirement Modeller 
  • Carry-Forward Calculator 
  • Morningstar Fund tools 

What advisers are saying.

The Adviser Hub is easy to use, seamless and makes life so much easier. When you do an illustration or application, you get all the documents you need in one place without having to search for anything. Everything is at a click of a button.
As a recently qualified adviser the prospect of using new systems and software seemed quite daunting! However, after a quick run through of the VitalityInvest platform with my BDM I found the system extremely user friendly and well set up. Getting quotes and projections are straightforward and submitting cases pretty simple.

A Member Zone for your clients

Gives your clients instant access to view their plans online.

You can decide how much control they have to manage their plan online, for example permission to trade, top-up and withdraw on their own account.
For more information or for a demo, contact your Business Consultant
or call 0800 096 4368

Lines are open (freephone)
Monday to Thursday: 8am - 9pm
Friday: 8am - 7pm
Saturday: 9am - 5pm
Sunday: closed

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